Permissions
Groups and their permissions, what a person without a permission sees and which permissions have a special reach.
What someone may do in an account comes from their groups. The owner and the admins may do everything in their own account — never in another one. Permissions hold per account: in the company you may only read, in your own account everything. The app and the server check every permission: what you do not see is closed through the interface as well.
Opening groups & permissions
1 In the sidebar under Administration, open Groups & permissions. The owner and the admins see this entry.
The first tab lists the account's groups. 2 New group creates one; it starts with the defaults of its category.
Permissions per group
1 The tab Permissions per group shows every permission, one column per group.
2 A tick gives the group the permission. The group that may only read (in the picture Nur lesen) may look at everything and change nothing.
Setting permissions one by one — per group or per person — belongs to the Business package. Without Business the groups keep the defaults of their category.
Permissions per person
1 The tab Permissions per person shows what each person may do through their groups.
What a person without a permission sees
1 Whoever may create projects finds New project at the start of the list.
A colleague in the read-only group sees the same list without that entry.
If she opens a page without the permission, it reads No access with the name of the missing permission — and whom she can ask.
Permissions with a special reach
- Use AI functions — every AI action asks for it. The owner and the admins have it; other groups get it with a tick.
- Answer inquiries — reply, confirm appointments and set the status in the website inbox. Reading stays with View the website.
- Edit the website — also covers buying in the design marketplace.
- Review deliveries or Release deliveries — also covers notes on a delivery.
- View the briefing and Edit the briefing — a project's briefing has rights of its own: reading it, or writing it and asking the client to confirm it. Without View the briefing the Briefing tab is missing, and the project's overviews do not show it either.
- View the content plan, Create posts, Edit posts and Delete posts — the content plan has rights of its own, apart from the deliveries. Moving a post in the calendar belongs to Edit posts.
- View call sheets, Create call sheets, Edit call sheets, Delete call sheets and Release call sheets — call sheets have an area of their own, apart from the shooting days.
- Edit the stripboard & shooting schedule — assigning scenes to shooting days and moving them: in the stripboard, in the shooting day (Link a scene), in a scene's Shooting day field, in the shooting day wizard and with the AI shooting order. Creating a new scene directly in the shooting day only needs Create scenes.
- Viewing the stripboard and the DOOD needs no right of its own: the stripboard shows with View shooting days and View scenes, the DOOD with View shooting days and View characters.
- Time tracking — everyone clocks their own times without any right. Manage the team's hours allows seeing and correcting other people's times, Review times reviewing submitted times.
- View sound reports, Create sound reports, Edit sound reports and Delete sound reports — for the Sound reports tab in the project and the sound report in the shooting day. Both only show while the Sound reports tool is switched on in the project.
Existing groups took new rights over from where they used to sit: the briefing from View projects and Edit projects, the content plan from the delivery rights, Edit the stripboard & shooting schedule from Edit shooting days. New groups get them with their category's defaults — Production all of them, Technical and Creative View the briefing.
All permissions
Every permission with what it allows — named as in Groups & permissions. The owner and the admins hold every permission of their account; everyone else exactly those of their groups and those set for them in person.
Projects
Managing projects and access to them
| Permission | Allows |
|---|---|
| Create projects | Set up new productions |
| Edit projects | Change project details and settings |
| Delete projects | Remove projects for good |
| See every project | On top of “View projects”: also projects assigned to other departments |
| View projects | View the projects of your own departments and projects without a department; other departments only with “See every project” |
Shooting days
Creating, planning and viewing shooting days
| Permission | Allows |
|---|---|
| Create shooting days | Add new shooting days to the schedule |
| Edit shooting days | Change the details of a shooting day |
| Delete shooting days | Remove shooting days for good |
| View shooting days | See shooting days and their details |
Stripboard & DOOD
Distributing scenes over the shooting days. Viewing: the stripboard with View shooting days and View scenes, the DOOD with View shooting days and View characters
| Permission | Allows |
|---|---|
| Edit the stripboard & shooting schedule | Distribute scenes over the shooting days and move them — in the stripboard, in the day, in the scene and with the AI shooting order |
Call sheets
Writing, approving and distributing call sheets
| Permission | Allows |
|---|---|
| Create call sheets | Set up new call sheets |
| Edit call sheets | Change existing call sheets |
| Delete call sheets | Remove call sheets for good |
| Release call sheets | Finalise call sheets and send them out |
| View call sheets | Look at existing call sheets |
Team
Team management and contacts
| Permission | Allows |
|---|---|
| Assign the team | Assign crew members to shooting days |
| See contact details | See phone numbers and email addresses |
| Manage roles | Manage the roles within the group |
| View team members | See team members and how they are assigned |
Looks & continuity
Look management and continuity
| Permission | Allows |
|---|---|
| Create looks | Set up new looks for characters |
| Edit looks | Change existing looks |
| Delete looks | Remove looks for good |
| Release looks | Give a look its final release; who released it and when is recorded |
| Upload continuity | Upload continuity photos |
| View looks | See looks and continuity photos |
Props
Props and vehicles
| Permission | Allows |
|---|---|
| Manage assets | Manage props and vehicles |
| View assets | See props and vehicles |
Equipment
Technical equipment (camera, light, sound, grip)
| Permission | Allows |
|---|---|
| Manage equipment | Create, edit and delete equipment (pool & project) |
| View equipment | See equipment and the power and battery plan |
Media pool
View and download files; create, rename, move and delete folders only in the delivery area
| Permission | Allows |
|---|---|
| Open media | Open the media pool and view files everywhere, including photos on records |
| Download media | Download original files |
| Upload media | Upload files through the features and attach them to records (never straight into the pool) |
| Create folders | Create new folders in the delivery area |
| Edit media | Rename files and folders, move them within the delivery area, maintain alt text and tracks |
| Delete media | Delete unused files and folders in the delivery area |
Shot list & storyboard
Managing shots and storyboard frames
| Permission | Allows |
|---|---|
| Create shots | Set up new shots |
| Edit shots | Change existing shots (description, size, movement) |
| Delete shots | Remove shots for good |
| View shots | See the shot list |
Storyboard
Managing storyboard frames
| Permission | Allows |
|---|---|
| Create storyboard frames | Set up new storyboard frames |
| Edit storyboard frames | Change existing storyboard frames |
| Delete storyboard frames | Remove storyboard frames for good |
| View the storyboard | Look at the storyboard |
Screenplay
Importing and editing the screenplay
| Permission | Allows |
|---|---|
| Create a screenplay | Set up or import a new screenplay |
| Edit the screenplay | Change the screenplay |
| Delete the screenplay | Remove the screenplay for good |
| View the screenplay | Look at the screenplay |
| Read your own sides | Only your own scenes and lines — that is the whole screenplay access, without the rest of the book |
| Create revisions | Create a new screenplay revision |
| Delete revisions | Remove a screenplay revision for good |
| View revisions | See the screenplay revisions |
| Release screenplay translations | Release a translation of the screenplay as the binding one |
Scenes
Managing scenes
| Permission | Allows |
|---|---|
| Create scenes | Set up new scenes |
| Edit scenes | Change the details of a scene |
| Delete scenes | Remove scenes for good |
| View scenes | See the scene overview |
Roles
Managing roles and characters
| Permission | Allows |
|---|---|
| Create characters | Set up new roles and characters |
| Edit characters | Change the details of a character |
| Delete characters | Remove characters for good |
| View characters | See the cast list |
Locations
Managing locations
| Permission | Allows |
|---|---|
| Create locations | Set up new locations |
| Edit locations | Change the details of a location |
| Delete locations | Remove locations for good |
| View locations | See the location list |
Contracts
Creating and managing contracts
| Permission | Allows |
|---|---|
| Create contracts | Set up new contracts |
| Edit contracts | Change the details of a contract |
| Delete contracts | Remove contracts for good |
| View contracts | Look at existing contracts |
Budget & spend
Managing the budget, its categories and its spend
| Permission | Allows |
|---|---|
| Create a budget | Set up new budgets and expenses |
| Edit the budget | Change the budget and its expenses |
| Delete budget entries | Remove budget entries for good |
| View the budget | Look at the budget and its expenses |
| Sign releases | Release or reject chargeable items in the signing area |
| Request signatures | Ask for a release or signature again after a rejection |
Daily reports
Writing and editing daily reports
| Permission | Allows |
|---|---|
| Create daily reports | Write new daily reports |
| Edit daily reports | Change existing daily reports |
| Delete daily reports | Remove daily reports for good |
| View daily reports | Look at existing daily reports |
Sound reports
Writing and reading the shooting day's sound reports
| Permission | Allows |
|---|---|
| Create sound reports | Write a shooting day's sound report — the sound department writes it and hands it to post |
| Edit sound reports | Add to and correct an existing sound report |
| Delete sound reports | Remove sound reports for good |
| View sound reports | Look at existing sound reports |
Casting
Recording casting applications, reviewing them and deciding
| Permission | Allows |
|---|---|
| View casting | Look at casting applications and sessions |
| Create casting applications | Record casting applications |
| Review casting | Rate casting applications and decide on them |
| Delete casting | Remove casting applications for good |
Tasks
Creating and assigning tasks
| Permission | Allows |
|---|---|
| Create tasks | Write new tasks |
| Edit tasks | Edit tasks and assign them |
| Delete tasks | Remove tasks for good |
| View tasks | See the task list |
Catering
Managing caterers and orders
| Permission | Allows |
|---|---|
| Create catering | Set up caterers and orders |
| Edit catering | Change catering orders |
| Delete catering | Remove catering entries for good |
| View catering | See the catering overview |
Moodboard
A shared visual idea board
| Permission | Allows |
|---|---|
| Create moodboards | Set up new moodboards |
| Edit moodboards | Edit and draw on moodboards |
| Delete moodboards | Remove moodboards for good |
| View moodboards | Look at existing moodboards |
Comments
Comments on any object (moodboards, tasks, scenes, …)
| Permission | Allows |
|---|---|
| Write comments | Comment on objects (moodboards, tasks, scenes, …) |
| Edit comments | Edit your own comments |
| Delete comments | Remove comments for good |
| View comments | Look at existing comments |
Administration
System and user administration
| Permission | Allows |
|---|---|
| Manage people | Invite, edit and deactivate people |
| Manage groups | Create groups and grant permissions |
| View the audit log | See the activity log |
| Manage settings | Change the organisation's settings |
Personal keys
Own keys for AI assistants and programs
| Permission | Allows |
|---|---|
| Connect AI assistants | Connect an outside AI assistant (e.g. Claude) to this account with one's own key |
| Create program keys | Create a key for one's own program that reads and writes over the API |
AI functions
The AI functions of ModiFax, which spend the account's AI units
| Permission | Allows |
|---|---|
| Use AI functions | Start the AI functions of ModiFax, such as the screenplay breakdown, subtitles or the video assessment; each use spends the account's AI units |
Support
The support of ModiFax: requests in the account's name
| Permission | Allows |
|---|---|
| Request support | Ask the support of ModiFax in the account's name: open tickets and write in them |
Visibility
Who can see the other team members
| Permission | Allows |
|---|---|
| See your own group's members | See the other members of your own department on the project (to coordinate) |
| See every team member | See every team member on the project (typical for production and directing) |
Group membership
Managing group members
| Permission | Allows |
|---|---|
| Invite into your own group | Invite new members into your own group (typical for group admins) |
Sharing
Create, change and withdraw links for people outside the account
| Permission | Allows |
|---|---|
| Share and manage links | Create, change and withdraw share links for records, deliveries and videos, and remove guests |
Delivery
Video delivery and customer review
| Permission | Allows |
|---|---|
| View deliveries | See the videos in the delivery overview |
| Create deliveries | Upload and process new delivery videos |
| Review deliveries | Write notes on delivery videos |
| Release deliveries | Give delivery videos their final release |
Content plan
Publications by day and channel
| Permission | Allows |
|---|---|
| View the content plan | See which post goes out on which day and channel |
| Create posts | Add new posts to the content plan |
| Edit posts | Change and move posts in the content plan |
| Delete posts | Remove posts from the content plan |
Briefing
What the client wants and their confirmation
| Permission | Allows |
|---|---|
| View the briefing | Read what the client wants — goal, audience, dates, confirmation |
| Edit the briefing | Write the briefing and ask the client to confirm it |
Sales
Article catalogue and offers
| Permission | Allows |
|---|---|
| View articles | Look at the account's article catalogue |
| Manage articles | Create, edit and delete articles |
| View offers | Look at the account's offers |
| Create offers | Create and edit offers |
| Send offers | Send offers to customers |
| Delete offers | Remove offers for good |
Website
Editing and publishing the pages of the website builder, handling shop orders
| Permission | Allows |
|---|---|
| View the website | Look at the builder's pages and content without changing them |
| Edit the website | Edit the website's pages, blocks and content |
| Publish the website | Put changes live — only then does a visitor see them |
| Answer inquiries | Reply in the inbox in the company's name, confirm or decline requested appointments and set the status; reading takes only “View the website” |
| Handle shop orders | Orders with the buyers' names and addresses, their invoices and shipping |
Streaming & training
Channels, seats, livestreams, private content and the multi-party academy player
| Permission | Allows |
|---|---|
| View streaming channels | See channels with their content, categories, series and cast |
| Manage streaming channels | Set up channels, publish and price content, keep promotions, categories, series and cast |
| Manage seats and viewers | Seat employees on channels and see who watched what — people's viewing, hence a right of its own |
| View livestreams | See the account's livestreams in the studio |
| Broadcast livestreams | Create and broadcast livestreams, including their ingest and simulcast keys |
| See private channels | Watch private streaming channels (internal training, for instance) |
| See private uploads | See private videos while they are still uploading |
| Join the academy player | Take part in a multi-party academy player session |
| Control the academy player | Control playback (start/stop) in the multi-party academy player |
Workflows
Automated workflows, their runs and the approval of their texts
| Permission | Allows |
|---|---|
| View workflows | See workflows, their runs and AI texts waiting for approval |
| Manage workflows | Build, switch on and off, run and delete workflows |
| Approve workflow texts | Approve or reject texts a workflow wrote before they are sent (separate from building) |
Video analytics
Viewer figures, audiences and the video library with share links
| Permission | Allows |
|---|---|
| View video analytics | See viewer figures, audiences and website statistics |
| Manage the video library | Add and remove library videos with their share links, series, chapters and calls to action |
Marketing
Recipient lists, campaigns, sending and sending domains
| Permission | Allows |
|---|---|
| View marketing | See recipient lists, campaigns and templates |
| Manage lists and campaigns | Create and edit lists, campaigns and templates — without sending |
| Send campaigns | Release a campaign for sending (deliberately separate from editing) |
| Manage sending domains | Set up and verify your own sending domains |
Calendar
Central appointments and online meetings (project appointments)
| Permission | Allows |
|---|---|
| View the calendar | See the project calendar and its appointments |
| Create project appointments | Create appointments tied to a project (private ones are open to everyone) |
| Edit project appointments | Edit other people's project appointments |
| Delete project appointments | Remove other people's project appointments for good |
Time tracking
Everyone clocks their own hours — this is only about other people's
| Permission | Allows |
|---|---|
| Manage the team's hours | See, correct and export everyone's hours (each person clocks their own) |
| Review times | Approve the times submitted across all projects, or give them back with a reason (only approved time goes to the ERP) |
What happens when …
| When … | then … |
|---|---|
| someone has a permission | it opens exactly its pages and actions — in the app and on the server. |
| a permission is missing | the button is gone or locked, the page shows No access, and the server refuses the action, through the interface too. |
| a person's permissions change | they get the notification Your rights changed — whoever changes them does not. Their open app takes over the new permissions. |
| the account has no Business | the defaults of the group categories apply. Client releases in Studio still work. |
| someone wants to comment in a private channel | only people of the account can; in a public channel everyone can. |
| someone writes a note on a delivery | they need Review deliveries or Release deliveries; a client only in their own projects. |
| someone may not view the briefing | the Briefing tab is missing, and the project overview does not give away what it says either. |
| an admin of one account reaches into another | they see nothing there: admin holds only in their own account. |